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O'Brien Capital Management - Financial Planning and Investment Management - Goals and Dreams

John O’Brien, CFP® practices Financial Planning from a different perspective…Yours!

O’Brien Capital Management Inc. (OCM) is not your typical financial planning firm. OCM is a Fee-Only Registered Investment Advisory Company based in Nyack NY.
OCM differs from most firms, which often provide clients with an uncoordinated, “one size fits all” investment and financial program that lines the pockets of their sales people with fat commissions. John does not work on commission or sell any products. By removing the inherent conflict of interest that exists between brokers (at brokerage firms and banks) and their customers, he is able to advise his clients in an unbiased fashion.

This FEE-Only business structure allows him to act as a FIDUCIARY for his clients, which in turn aligns his client’s best interests with his. Brokers are not fiduciaries. Every person and family is unique and every portfolio and financial plan is designed around the individual needs of each client. We have only one goal: the growth and protection of your wealth.   Simply put:  “We Prosper When You Prosper” 

Registered Investment Advisory


“A goal without a plan is just a wish”
—Antoine de Saint-Exupery

This site may include these subjects:; Certified Financial Planner, Personal Finance, Retirement Fund, IRA, Tax Advice, College Fund, Savings Plan, Investment Advisor




O'Brien Capital Management - CFP  

 

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